We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate

Jedd Segrist, JD, CFP®

Senior Wealth Planner
Favorite Quote?

"Humility is by definition a starting point - and it sends you off on a journey from there. The arrogance of certainty is both a starting point and an ending point - no journeys needed." - Tim Urban

First Job?

I laid sod and planted trees, and now will always respect manual labor! 

Secret talent?

I have mad Sudoku skills. I'm both proud and embarrassed of this :)

Random first world problem that annoys you?

We can't figure out a better way to get on and off planes? This feels similar to the "Why did it take so long to put wheels on suitcases?" question...After we've solved it, we'll wonder, what were we thinking?

What hobby have you recently embraced?

My favorite thing to do lately is going camping with nothing but a book, hammock, and tent.

About Jedd

  • Objective: To provide thoughtful and customized financial plans for clients and their families. To demystify taxes and investments along the way.
  • Snapshot: As a former lawyer and current Certified Financial Planner™ practitioner (CFP®), Jedd brings 17 years of estate and financial planning experience to Parallel.

Experience  

  • Attorney, Mitchell & Colmenero, LLP, Austin, Texas
  • Senior Analyst, Tolleson Wealth Management, Dallas, Texas

Education

  • University of Texas School of Law, JD
  • University of Nebraska, BS, Accounting

Affiliations & Boards

  • Member, Texas Bar
  • Certified Financial Planner™ practitioner (CFP®)
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